Job Description
Scope of Job:
To develop and utilize knowledge and skills to effectively administer Trust relationships and promote growth of the BankWest Trust Department.
Primary Duties:
Effectively utilizes time to accomplish growth and profit objectives for the Trust Department.
Generate new fee income.
Develops and enhances customer financial relationships through a proactive financial check- up and CRM (top-tier) program focused on both prospective and existing customers. (Documented in Connections)
Proactively contact top tier customers to ensure the attainment of retention goals; make both joint and solo business development calls on potential customers to solicit their business.
Promote BankWest products and services by identifying customer needs. Document calls and referrals in the CRM software, Connections.
Oversee and perform administration of assigned Trust accounts per external regulatory and statutory guidelines and internal policies and procedures.
Secondary Duties:
Work as a team with departmental counterparts on planning and implementing assigned projects and products.
Participate on various committees and project teams as deemed appropriate by management.
Attend, actively participate in organization, job specific training offered, and Quality Service programs.
Adhere to all applicable Policies and Procedures of BankWest organization.
Community involvement is strongly encouraged.
Other duties as assigned.
Requirements
Education:
A Bachelor's Degree in a related field.
Applicable experience and/or related certifications may be considered in lieu of degree.
Attend and complete Wealth Management & Trust Schools, earn CTFA designation.
Experience:
2 years' experience in related field.
Knowledge and Special Skills:
Knowledge of the operation and function of Trust services.
Knowledge of BankWest products and services.
Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.
Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.
Strong interpersonal skills to ensure effective communication with external and/or internal customers.
Knowledge of banking terminology and procedures.
Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.
Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.
BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.
...BonusDirect message the job poster from Jade FIDUCIALCompany OverviewJade Fiducial has been a leader in providing expert accounting and tax services since 2003, specializing in the needs of French expatriates and entrepreneurs with a focus on international taxation...
...models based on industry trends and demand patterns for the Supply Chain product catalogue. The analyst will be responsible for conducting... ...Supply Chain, Inventory Planning or related field within a healthcare setting Salary Range: Minimum $28.47/hour - Maximum $4...
...Job Description LanceSoft is seeking a travel RDN - Registered Dietitian Nutritionist for a travel job in Washington, District of Columbia. Job Description & Requirements ~ Specialty: RDN - Registered Dietitian Nutritionist ~ Discipline: Allied Health Professional...
...mission to bring real estate online, starting with parking.We replace... ...we rank for high-intent searches related to finding parking.... ...excited to build a marketing engine that directly impacts revenue... ...Candidates and employees are always evaluated based on merit,...
...We are a leading manufacturer looking for a first shift Production Supervisor to join our team. Responsibilities Include: Executes the production plan. Plans the daily activities for production personnel and monitors daily production numbers to meet the production...